PC
PC
Peter Coulchinsky is a registered investment advisor at The Summit Group, based in San Antonio, TX, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 54 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$16.0M
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Location
342 W. Woodlawn Avenue, Ste. 200, San Antonio, TX, 78212
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Regulatory History (1)
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Customer Dispute
September 2008Denied
Employment History
Current Registrations
The Summit Group
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
The Summit Group
October 2014 - December 2023 · 9 yrs 2 mos
Kmc Capital Management
February 2014 - October 2014 · 8 mos
Texas Legacy Wealth Management
August 2013 - February 2014 · 6 mos
Investment Professionals, INC.
September 2004 - August 2013 · 8 yrs 11 mos
Pan-American Investment Advisers, INC.
July 2004 - September 2004 · 2 mos
UBS Financial Services INC.
August 2000 - July 2004 · 3 yrs 11 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.